See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,542 | $214,378-73.6% | $200,582-71.8% | $142,382-60.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.57% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,974 | $6,841-27.3% | $6,419-22.5% | $4,299+15.7% |
| Participant deferral / active EE | $5,614 | $9,865-43.1% | $9,331-39.8% | $6,507-13.7% |
| Admin fee / account holder | $14,705 | $17,692-16.9% | $16,305-9.8% | $12,624+16.5% |